HMI Capital Management as of March 31, 2025
Portfolio Holdings for HMI Capital Management
HMI Capital Management holds 12 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupang Cl A (CPNG) | 13.6 | $250M | 11M | 21.93 | |
| Nice Sponsored Adr (NICE) | 13.3 | $244M | 1.6M | 154.17 | |
| Roblox Corp Cl A (RBLX) | 12.5 | $229M | 3.9M | 58.29 | |
| Flutter Entmt SHS (FLUT) | 12.2 | $225M | 1.0M | 221.55 | |
| Gitlab Class A Com (GTLB) | 11.3 | $208M | 4.4M | 47.00 | |
| Ncino (NCNO) | 10.1 | $186M | 6.8M | 27.47 | |
| Workday Cl A (WDAY) | 9.5 | $175M | 747k | 233.53 | |
| Toast Cl A (TOST) | 9.4 | $173M | 5.2M | 33.17 | |
| Lpl Financial Holdings (LPLA) | 5.1 | $94M | 287k | 327.14 | |
| Blue Owl Capital Com Cl A (OWL) | 1.7 | $30M | 1.5M | 20.04 | |
| Mongodb Cl A (MDB) | 0.8 | $14M | 79k | 175.40 | |
| Sailpoint (SAIL) | 0.5 | $10M | 535k | 18.75 |
